A lead is created when a visitor shares contact details with your agent. The Leads dashboard brings those contacts and their conversation context together for the selected agent.
Configure the lead collection form
- Open Settings → Leads.
- Enable the fields you want to collect and optionally change their labels.
- Save changes.
The visitor completes this form before entering chat. Disable every field and save to turn the form off. The title supports Markdown, so you can link to your privacy policy.
WhatsApp conversations can provide the visitor phone number automatically.
Capture leads with an interactive widget
You can also create a form that appears later in a conversation. Open Widgets, choose Connect leads or build your own form, and describe in the agent instructions when it should be offered.
Use the Leads dashboard
- Select an agent and open Leads.
- Search by name, email, or phone number.
- Select a lead to see contact details, capture time, location and device metadata when available, channel, and a link to the conversation.
- Use the page controls when there are more than 30 matching leads.
Export leads
Select Export CSV to download all leads matching the current search. The file is named with the current date and can be opened in a spreadsheet or imported into another system.
Get notified
Open Settings → Notifications, enable New Lead created, and add email addresses or webhook URLs.